Matthew Valls is a financial advisor with Edward Jones in New Iberia, LA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a member of the St. Edwards School Finance Committee in New Iberia. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Burke is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he held positions with the State of Louisiana and Louisiana State University while serving in the U.S. Army Reserve since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a broad network of financial advisors and branch offices nationwide.

Jason Duhon is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of advising, he is a one-quarter owner of farmland leased for sugarcane farming in Earath, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through its extensive nationwide network.

Andre Le Blanc is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at Louisiana USA Federal Credit Union and multiple positions related to Louisiana State University. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Micah Moscovis is a ChFC® credentialed advisor with MassMutual Investors Services, bringing 21 years of industry experience. He has worked at MassMutual and its affiliated companies since 2017 and previously spent 13 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory role, Moscovis owns a notary services business in Louisiana. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm’s approach centers on collaborative, ongoing financial planning engagements that utilize firm-approved technology and structured event-driven planning services.

Kaleb Legg is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of Junior Achievement of Acadiana, a nonprofit focused on financial and business literacy for underserved youth. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Jennifer Venable is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. She has worked with Wealth Advisors, LLC since 2004 and was previously affiliated with Royal Alliance Associates, Inc. Outside of her advisory work, she owns Collins Cattle Farm LLC in Opelousas, Louisiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services supported by research and model portfolios.

Mary Ellington is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Avantax Investment Services, 1 St Global Advisors, and KCS Wealth Advisors, where she currently assists financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

John Gherardi is a financial advisor with UBS Financial Services in Lafayette, Louisiana, holding a Series 66 designation and 29 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, he serves as Lieutenant Governor in the La-Miss-W Tennessee District of Kiwanis, where he coaches club presidents and officers and supports membership growth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Craig Babineaux is a CFP® and PFS™ with 26 years of experience in financial services. He is currently a financial advisor at Cetera and has previously worked with Avantax Investment Services and 1ST Global Advisors. Babineaux is also a member of Darnall Sikes Wealth Partners LLC, a firm that markets wealth management services. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm supports a variety of investment strategies including model portfolios, third-party managers, and customized approaches, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Marc Galey is a financial advisor with Edward Jones in Lafayette, LA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at United Rentals, Inc. and Neff Rental, Inc. He is also a partial owner of small individual rental homes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad array of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Ashley Thayer is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Stratos Wealth Partners, and LPL Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships using firm-approved software and strategies rather than specific product selections.

Kaylie Mixon is a Series 66 licensed financial advisor at Ameriprise with five years of industry experience. She has been with Ameriprise since 2021 and has also worked at the University of Louisiana at Lafayette. In addition to her advisory role, she manages an advisory business, Roy Planning, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Spielmann is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior experience includes roles at LPL Financial and Strategic Financial Concepts, LLC. He serves as a board member of the Acadian Home Builders Association in Lafayette, LA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party model strategies with flexible implementation options.

Aaron Latiolais is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Hancock Whitney Bank and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Ross Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He previously worked at Maddox & Associates and Wells Fargo Clearing before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

Ronald Hebert is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Allison Le Blanc is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved in small business ownership and assists with bookkeeping and payroll management through two LLCs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Thomas is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Gulf Coast Bank, Northwestern Mutual, and Merrill Lynch. Outside of finance, he spent ten years with Acadia Scrap and Salvage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

Hugh Fisher is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, and previously spent 14 years with UBS Financial Services Inc. Outside of his advisory role, Fisher is involved in real estate through ownership and partnership interests in several entities based in Florida and Louisiana. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and tools to support client objectives and offers a broad range of investment and financial services.